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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,899 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,005 |
11 funds of $250K or more; 33 lines in all, holding $10.9M of the plan's $11.0M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: MFS Lifetime, other, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS Lifetime MFS (Sun Life) · Separate account Target-date, 10 vintages | $6.5M | 59.9% |
| 500 Index Fund Manager not matched · Separate account Index | $1.1M | 10.4% |
| Nuveen Large Cap Growth Index Fund TIAA (Nuveen) · Separate account Index | $537K | 4.9% |
| JPMorgan Large Cap Growth Fund JPMorgan · Separate account | $402K | 3.7% |
| T. Rowe Price Science & Technology Fund, Inc. T. Rowe Price · Separate account | $229K | 2.1% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Separate account | $226K | 2.1% |
| Reliance Metlife Stable Value Fund MetLife · Stable value Stable value | $210K | 1.9% |
| Vanguard Total International Stock Index Fund Vanguard · Separate account Index | $185K | 1.7% |
| Vanguard Value Index Fund Vanguard · Separate account Index | $168K | 1.5% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price · Separate account | $166K | 1.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.